> For the complete documentation index, see [llms.txt](https://help.quickappflow.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.quickappflow.com/product-guides/crm/lead-activity.md).

# Lead Activity

## Create **a Follow-Up** for a Lead

You can add follow-up for that you created lead.

To add follow up

Hover the mouse on the lead and click on the Action (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FujXd1MhJMzggYFywFwBO%2F0.png?alt=media) for the record to which you would like to add follow-up and click the **Follow-Up** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FaCXJMR0Knaj3FoIL2gLh%2F1.png?alt=media)

Enter the details on the follow-up page and **save** the form

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Ffjox7ddwONhwQMV2yEiC%2F2.png?alt=media)

## Create a Meeting for a Lead

You can add a **Meeting** for that you created lead.

To add Meeting

Hover the mouse on the lead and click on the Action (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F0QnR4ZPAiInPDmoRFEtT%2F3.png?alt=media) for the record to which you would like to add a meeting and click the **Meeting** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FkYEw4azhcciK4ZrDx4Tw%2F4.png?alt=media)

Enter the details on the meeting page and **save** the form

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FhIrwE3dNKlF2heShIDGf%2F5.png?alt=media)

## Create a **Call Log** for a Lead

You can add a **Call Log** for that you created a lead.

To add a Call Log

Hover the mouse on the lead and click on the Action (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FjpJXz5pO4p9op17WHC7a%2F6.png?alt=media) for the record to which you would like to add a call log and click the **call log** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FO6xie1Hvy3dFWrYasrJO%2F7.png?alt=media)

Enter the details in the call log page and **save** form

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FZtTOnRpfyHFZ3GFXlVbH%2F8.png?alt=media" alt=""><figcaption></figcaption></figure>

## Create a Task for a Lead

You can add a **Task** for that you created lead.

To add task

Hover the mouse on the lead and click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FnNWFPooNwKw6klqHYWpp%2F9.png?alt=media) for the record to which you would like to add a task and click the **Task** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FEGLtKLB3mb3RYaWSo5jA%2F10.png?alt=media)

Enter the details on the task page and **save** the form

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FwhCLVxy2h6mKBgiE9suA%2F11.png?alt=media)

## Convert Lead

You can convert the lead into an opportunity

To convert lead

Hover the mouse on the lead and click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FTtkbQDWwTG4zsRPcVTYm%2F12.png?alt=media) for the record that you would like to convert and click the **convert** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FlpsiMRJYo65CfRmXkQMf%2F13.png?alt=media)

You need to select **pipeline**, **stage** and **move this lead to the stage**. where you want to move in opportunity and click on the **save** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fz3KY9TimqXqGaS2ZfxtG%2F14.png?alt=media)